Kiltearn Partners LLP Top Holdings and 13F Report (2024) About Kiltearn Partners LLPInvestment ActivityKiltearn Partners LLP has $735.65 million in total holdings as of September 30, 2024.Kiltearn Partners LLP owns shares of 33 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About 27.25% of the portfolio was sold this quarter.This quarter, Kiltearn Partners LLP has purchased 33 new stocks and bought additional shares in 3 stocks.Kiltearn Partners LLP sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Affiliated Managers Group $82,590,589Comcast $55,055,408CVS Health $45,076,660CarMax $41,057,828Southwest Airlines $37,066,626 Largest New Holdings this Quarter Gilead Sciences $6,086,784 HoldingSOLVENTUM CORP $2,837,604 Holding Largest Purchases this Quarter Dollar General 277,566 shares (about $23.47M)Polaris 92,300 shares (about $7.68M)Gilead Sciences 72,600 shares (about $6.09M)SOLVENTUM CORP 40,700 shares (about $2.84M)Wyndham Hotels & Resorts 15,458 shares (about $1.21M) Largest Sales this Quarter Check Point Software Technologies 139,800 shares (about $26.95M)Affiliated Managers Group 89,500 shares (about $15.91M)HCA Healthcare 33,300 shares (about $13.53M)eBay 178,000 shares (about $11.59M)KT 716,800 shares (about $11.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKiltearn Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMGAffiliated Managers Group$82,590,589$15,913,100 ▼-16.2%464,51411.2%FinanceCMCSAComcast$55,055,408$7,969,716 ▼-12.6%1,318,0617.5%Consumer DiscretionaryCVSCVS Health$45,076,660$4,703,424 ▼-9.4%716,8686.1%Retail/WholesaleKMXCarMax$41,057,828$7,923,712 ▼-16.2%530,6005.6%Retail/WholesaleLUVSouthwest Airlines$37,066,626$7,208,979 ▼-16.3%1,250,9835.0%TransportationCIThe Cigna Group$35,475,456$7,136,664 ▼-16.7%102,4004.8%MedicalLYBLyondellBasell Industries$32,241,580$6,214,320 ▼-16.2%336,2004.4%Basic MaterialsLBTYALiberty Global$30,570,130$4,219,931 ▼-12.1%1,448,1354.2%Computer and TechnologyABEVAmbev$29,720,420$5,844,776 ▼-16.4%12,180,5004.0%Consumer StaplesDGDollar General$29,605,082$23,473,757 ▲382.8%350,0664.0%Retail/WholesaleMDTMedtronic$29,517,326$2,871,957 ▼-8.9%327,8614.0%MedicalRHIRobert Half$22,811,544$1,705,473 ▼-7.0%338,4003.1%Business ServicesHCAHCA Healthcare$22,272,364$13,534,119 ▼-37.8%54,8003.0%MedicalSWKStanley Black & Decker$21,640,545$4,118,862 ▼-16.0%196,5002.9%Industrial ProductsCHKPCheck Point Software Technologies$20,514,984$26,954,838 ▼-56.8%106,4002.8%Computer and TechnologyVALEVale$19,678,464$1,210,048 ▼-5.8%1,684,8002.7%Basic MaterialsSEESealed Air$18,433,140$842,160 ▼-4.4%507,8002.5%Industrial ProductsEBAYeBay$16,791,478$11,589,580 ▼-40.8%257,8942.3%Retail/WholesaleTSTenaris$16,351,473$3,093,167 ▼-15.9%514,3592.2%Industrial ProductsSYYSysco$15,885,210$2,989,698 ▼-15.8%203,5002.2%Consumer StaplesSTTState Street$14,411,763$10,589,859 ▼-42.4%162,9002.0%FinanceHOGHarley-Davidson$13,193,443$5,732,994 ▼-30.3%342,4201.8%Auto/Tires/TrucksPIIPolaris$12,877,228$7,683,052 ▲147.9%154,7001.8%Auto/Tires/TrucksNOVNOV$11,447,296$2,160,741 ▼-15.9%716,8001.6%Oils/EnergyFDXFedEx$10,345,104$1,970,496 ▼-16.0%37,8001.4%TransportationXOMExxon Mobil$9,422,495$4,219,920 ▼-30.9%80,3831.3%Oils/EnergyWBAWalgreens Boots Alliance$8,038,016$1,455,104 ▼-15.3%897,1001.1%Retail/WholesaleGGenpact$7,655,753$456,797 ▼-5.6%195,2501.0%Business ServicesMUMicron Technology$6,987,565$2,761,797 ▼-28.3%67,3760.9%Computer and TechnologyGILDGilead Sciences$6,086,784$6,086,784 ▲New Holding72,6000.8%MedicalKTKT$5,117,080$11,024,384 ▼-68.3%332,7100.7%Computer and TechnologyWHWyndham Hotels & Resorts$4,875,936$1,207,888 ▲32.9%62,4000.7%Consumer DiscretionarySOLVENTUM CORP$2,837,604$2,837,604 ▲New Holding40,7000.4%COM SHSDOWDOW$0$12,272,428 ▼-100.0%00.0%Basic MaterialsGOOGLAlphabet$0$11,766,890 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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